Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
How can I get Payee transaction totals even if transactions are split into categories and transfers?
For most household bills, I split the transaction between an expense category (eg: utilities) and a transfer account which is a deposit account set up to track payments from my wife into/out of our joint account. This allows us each to track and manage how we're contributing to household expenses. (Don't ask...we both came from earlier marriages where it would have been nice to know this!) At any rate, when I try to run a report on Payee transactions, I've learned to select only the account from which the check is written, and to allow transfers, so I can see how much total was paid to the vendor. BUT...it still splits each transaction into the two line items (e.g. "utilities" and "spouse prepaid expenses") rather than just what I care about, which is the total for each payment. I haven't found a way to do this. Any ideas?
This discussion has been closed.